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Meritas Wealth Management, LLC: META position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meritas Wealth Management, LLC on META, newest first. How the timeline and the estimate are built.

Meritas Wealth Management, LLC held 385 META shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 385 shares
    Change vs previous 13F +385 shares

    0.1% of the 13F portfolio, value $279,194.

    13F-HR 0001990690-26-000005 filed by Meritas Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -463 shares

    13F-HR 0001990690-26-000003 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 463 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $264,792.

    13F-HR 0001990690-26-000002 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).